SCM

Sitrin Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 24.58%
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.06M
3
+$5.53M
4
PSX icon
Phillips 66
PSX
+$5.13M
5
DKNG icon
DraftKings
DKNG
+$4.99M

Top Sells

1
+$6.55M
2
+$6.12M
3
+$4.93M
4
HD icon
Home Depot
HD
+$4.92M
5
LRCX icon
Lam Research
LRCX
+$1.92M

Sector Composition

1 Technology 26.65%
2 Consumer Discretionary 14.42%
3 Healthcare 13.42%
4 Consumer Staples 12.29%
5 Communication Services 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 2.62%
+29,421
27
$5.48M 2.6%
27,066
+143
28
$5.39M 2.56%
38,781
+258
29
$5.38M 2.55%
25,385
+532
30
$5.33M 2.53%
10,226
+169
31
$5.13M 2.43%
+62,854
32
$4.99M 2.37%
+81,335
33
$4.48M 2.12%
11,297
+105
34
$1.5M 0.71%
12,063
35
$715K 0.34%
3,210
36
$496K 0.24%
4,800
37
$364K 0.17%
2,690
38
$253K 0.12%
890
39
– –
-41,132
40
– –
-43,896
41
– –
-18,533
42
– –
-14,604
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